Our Team

• Charles Lewandowski, CFP®

  Founder

  Phone Number (301) 230-0076 x113

  Email charles@PlanningNeeds.com

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• Katie Kennedy, APMA®, CFP®

  Phone Number (301) 230-0076 x117

  Email katie@planningneeds.com

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• Sandra Lopes

  Benefits Coordinator

  Phone Number (301) 230-0076 x115

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